See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,787 | $215,361-85.2% | $171,082-81.4% | $273,961-88.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.10% | 25.14%-17.0pp | 32.56%-24.5pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,286 | $4,967-33.8% | $4,002-17.9% | $4,869-32.5% |
| Participant deferral / active EE | $2,102 | $5,543-62.1% | $4,797-56.2% | $5,287-60.2% |
| Admin fee / account holder | $1,551 | $10,846-85.7% | $8,520-81.8% | $10,132-84.7% |